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FinMate AI gets you all the details you need from your client meetings.
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Max Hourly Usage
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40 Hours per Month
Dedicated Success Manager
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Foreign language translation available upon request.
AI Meeting Summary
AI Client Key Info
FinMate will extract key client details and organize them so you can build your financial plan easier.
Automated Recording Rules via Calendar
Rename AI Assistant
Full Video Recording + Advanced Controls
Administration and Security
Single Sign On (SSO)
User Management and Roles
Customize Data Retention Policy